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Good Life Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Good Life Advisors’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,228
Closed -$108K – 405
2022
Q4 		$108K Hold
5,228
– – 0.01% 351
2022
Q3 		$94K Sell
5,228
-1,300
-20% -$26.5K 0.01% 335
2022
Q2 		$128K Buy
6,528
+144
+2% +$3.03K 0.02% 340
2022
Q1 		$141K Sell
6,384
-899
-12% -$20.1K 0.02% 377
2021
Q4 		$163K Sell
7,283
-501
-6% -$11.1K 0.02% 379
2021
Q3 		$165K Buy
+7,784
New +$164K 0.02% 355

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

Good Life Advisors's OCSL Position: Q1 2023 in Review

Good Life Advisors sold out of Oaktree Specialty Lending (OCSL) in Q1 2023, closing a stake of 5,228 shares — an estimated $108K sold.

Good Life Advisors first reported a position in OCSL in Q3 2021 and held it in 6 quarters. The position peaked at $165K in Q3 2021. 185 funds tracked by Wall St. Rank hold OCSL as of Q1 2023.

  • Good Life Advisors reported no remaining Oaktree Specialty Lending position as of Q1 2023 after selling out during the quarter.
  • Good Life Advisors sold 5,228 Oaktree Specialty Lending shares in Q1 2023, an estimated $108K.
  • Good Life Advisors first reported a position in Oaktree Specialty Lending in Q3 2021 and held it in 6 quarters.
  • Good Life Advisors's Oaktree Specialty Lending position peaked at $165K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2023.

Based on Good Life Advisors's 13F filing for Q1 2023, filed 8 May 2023.